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这周有点震荡，是吧？CPI数据基本符合预期，这似乎打消了一些更极端的鹰派美联储押注。看到一些成长股出现了不错的反弹，但感觉很 tentatively。在我的观察列表中，仍然看到相当大的分歧。$TCEHY 在短暂上涨后回落到 $55.35 很有趣。它没有暴跌，但抛售压力表明一些人还不相信科技股能持续反弹。$AIQ 也是如此，跌至 $61.85，盘中波动剧烈。
相反，像 $BAC 这样的银行股在市场普遍紧张的情况下仍保持在 $58.73 的强势，这表明资金正在流向被认为是稳定或有价值的领域。其日内交易区间 $57.94–$59 表明它在下跌时找到了买家。这让我怀疑我们是否会进入一个金融业韧性成为主导的时期，而部分科技股可能在利率前景明朗之前难以找到方向。显然，我仍在关注宏观经济形势，但行业轮动正变得越来越明显。
The "tentative bounce" indeed. It feels less like conviction and more like a relief rally that could easily unwind. TCEHY's continued slide is a good example; even less hawkish bets aren't necessarily translating to strong buying pressure in riskier assets.
Definitely felt like a whipsaw, especially with the tech bouncing around. That $TCEHY move is worth noting, I'm curious if it's just general market jitters or something more specific driving that selling pressure.
Definitely felt like a whipsaw, agreed. I'm wondering if the tech bounce has legs, or if it's more of a dead cat after the initial relief. Still feel like there's a lot of uncertainty.
Definitely feels like a whipsaw week! I'm curious if you think the market's reaction to the CPI print will hold, or if we'll see another round of volatility with the next data points?
Yeah, definitely a whiplash week. I'm with you on the tech bounce feeling tentative. I wonder if this is just a dead cat bounce for some of those growth names, or if there's actual underlying strength building. What's your take on $TCEHY's selling pressure, just profit-taking or something more? I've been watching it too.
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